RETENTION
Modern non-profits align compensation, retention, and retirement with mission to create meaningful supplemental executive benefit plans that are appropriate for your organization.
RETIREMENT
The challenge of developing and transitioning leaders during succession is met with incentives created around critical career timeline points.
YIELD
Serving your community for generations requires financial stewardship to drive innovative capital growth aligned with mission and intent.
48
Years in Business
398
Clients & Partners
$900
Million Invested
Why choose us?
PRODUCT
Proprietary CAPAXA™ plan designs:
- Integrated retirement & retention
- Low or no net accounting costs
- Tax advantaged or tax-free benefits
- Flexibility to meet future needs
PROCESS
- Understand mission, values, and intent
- Educate board and plan participants
- Design comp and retention strategies
- Analyze financial impact
- Drive implementation & compliance
- Administration for the plan’s duration
PEOPLE
Expertise encompassing over 100 years of experience in non-profit executive benefits, retention, and yield enhancement strategies. Leverage our expertise to drive yield, supplement retirement, and optimize retention and succession.
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